See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $96,486 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $87,299 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,023 | $74,347+27.8% | $93,606+1.5% | $67,579+40.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 21.56% | 28.07%-6.5pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,626 | $2,583-37.0% | $2,718-40.2% | $2,148-24.3% |
| Participant deferral / active EE | $4,957 | $4,060+22.1% | $4,069+21.8% | $3,539+40.1% |
| Admin fee / account holder | $285 | $123+132.2% | $7,888-96.4% | $142+100.2% |